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| Provider | Service type | Compensation |
|---|---|---|
Service code 23 · EIN 01-0233346 | Insurance services | $66 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,042 | $46,732-14.3% | $156,551-74.4% | $55,167-27.4% |
| Participation rate | 44.3% | 65.8%-21.5pp | 84.0%-39.7pp | 69.0%-24.7pp |
| Annual return | 7.13% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $594 | $2,105-71.8% | $5,501-89.2% | $1,963-69.7% |
| Participant deferral / active EE | $1,223 | $2,204-44.5% | $4,871-74.9% | $3,054-60.0% |
| Admin fee / account holder | $280 | $418-33.1% | $13,028-97.9% | $504-44.4% |